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GLENORCHY CAPITAL LIMITED

· CRD 305636 · IAPD ↗ · glenorchycapital.net · +61416433041

$254.4MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — GLENORCHY CAPITAL LIMITED notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — GLENORCHY CAPITAL LIMITED notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — GLENORCHY CAPITAL LIMITED now reports custody of client assets ($2.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — GLENORCHY CAPITAL LIMITED now reports 1 private fund(s) ($2.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
46
November 2024 — GLENORCHY CAPITAL LIMITED notice-filed in NM, PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — GLENORCHY CAPITAL LIMITED notice-filed in HI, MN, MO, OR, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — GLENORCHY CAPITAL LIMITED reported RAUM up 25% ($139.5M -> $174.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.